Check and post DocVision results
A document that has been read becomes a purchase bill or purchase order in Finday, with the original file attached.
Before you start
- A document with the status Need Validation.
- Access to create purchase documents.
Steps
Step 1: Click Verify
In the DocVision list, click Verify on a document with the status Need Validation. The original document shows next to the form with what was read.
Screenshot coming soon
The DocVision verification page with the original document on one side and the extracted form on the other.
Step 2: Check the vendor and dates
Pick the vendor in Contact Name; the match percentage helps. Check Transaction Date, Due Date and Vendor Ref Number.
Screenshot coming soon
The top of the verification form with Contact Name, the dates and the vendor reference number.
Step 3: Check the lines and totals
In Transaction Lines, match the product, quantity, price and VAT with the document. Use Add new Product if the product does not exist. Make sure the Grand Total equals the document.
Screenshot coming soon
The extracted transaction lines with product, quantity, price, VAT and totals.
Step 4: Choose the target, then Validate & Post
Under Post Target, choose Bill for a purchase bill or Purchase Order for an order. Click Validate & Post; Finday creates the document and shows a link to open it.
Screenshot coming soon
The Post Target and the Validate & Post button on the verification form.
When you are done
- Finday creates the purchase bill or order with the original file attached, and the DocVision document shows Validated.
- The bill follows the purchase approval route. With no approver, it is approved straight away and goes to the Payment Schedule.
- Vendor and product choices are remembered for the next documents from the same vendor.
Common problems
A message says vendor mapping is required
Pick the vendor from the Contact Name list, even if its name was read. If it does not exist yet, click Create a new contact.
The button is different on a phone
On a phone the main button is Validate & Save. Posting into Finday is then done from the DocVision list with the Post button.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.